The Life Planning 101 Podcast
Episodes
Tuesday Apr 18, 2023
Preventative Financial Care
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be proactive as opposed to reactive and live your life on Purpose!
Tuesday Mar 14, 2023
Prioritizing Your Dollars
Tuesday Mar 14, 2023
Tuesday Mar 14, 2023
What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don't delay!
Tuesday Mar 07, 2023
Do You Like Tax-Free Money?
Tuesday Mar 07, 2023
Tuesday Mar 07, 2023
Only 15% of US households contributed to a traditional or Roth IRA in tax year 2021. A Roth IRA is a retirement vehicle that can grow tax-free and can provide tax-free income.
Tuesday Feb 14, 2023
Do You Cut and Paste Your Decisions About Money? (Rebroadcast)
Tuesday Feb 14, 2023
Tuesday Feb 14, 2023
Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.
Tuesday Feb 07, 2023
Don’t Put All Your Eggs in One Basket...Or Should You?
Tuesday Feb 07, 2023
Tuesday Feb 07, 2023
If we’re talking about money, diversification is very good thing. It doesn’t solve everything, but it certainly hedges a lot of risk. As your wealth and success grow...the number of baskets you have should grow as well. When this happens, you are also growing a new problem.
Wednesday Feb 01, 2023
Your Will is Not Enough
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die? We’re talking legacy planning on this week’s episode. We give you 3 questions you need to ask yourself when setting up your estate.
Wednesday Jan 11, 2023
RMDs - New Year New Rules
Wednesday Jan 11, 2023
Wednesday Jan 11, 2023
Secure Act 2.0 is here. And with it comes changes to your retirement planning. This is certainly a year in which you cannot procrastinate. This week we share some helpful tools you can use to navigate this complex topic.
Tuesday Dec 20, 2022
The Must Have Money Talk
Tuesday Dec 20, 2022
Tuesday Dec 20, 2022
63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy? Find out more on this week’s episode.
Monday Dec 05, 2022
Family Care
Monday Dec 05, 2022
Monday Dec 05, 2022
We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.
Monday Nov 07, 2022
The Time Value of Success Issues
Monday Nov 07, 2022
Monday Nov 07, 2022
A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.
Tuesday Nov 01, 2022
Social Security and Tax Increases
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.
Tuesday Oct 11, 2022
Saving for Retirement: A Different Take on Discipline
Tuesday Oct 11, 2022
Tuesday Oct 11, 2022
This week on our Life Planning 101 podcast we share what could possibly be the most important strategy you can have in retirement. You don't want to miss this. Be sure to share this week's show with someone.